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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 205 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 MTRON INDS INC RT EXP 041526 67.0 $141.0 NEW $2.10
4082 QURE UNIQURE NV SHS Healthcare 8.0 $131.0 $16.38 +47.9%
4083 BOOM DMC GLOBAL INC COM Energy 25.0 $130.0 -553.0 -95.7% $5.20 +33.9%
4084 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 74.0 $130.0 -2K -96.6% $1.76 +91.5%
4085 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 5.0 $127.0 NEW $25.40 -5.0%
4086 DSTL ETF SER SOLUTIONS DISTILLATE US 2.0 $116.0 $58.00 +0.3%
4087 COOK TRAEGER INC COM NEW Consumer Cyclical 4.0 $116.0 NEW $29.00 +60.7%
4088 EVO EVOTEC AG SPONSORED ADS Healthcare 44.0 $110.0 -152.0 -77.5% $2.50 +9.4%
4089 APARTMENT INVT MGMT CO CL A 27.0 $110.0 -527.0 -95.1% $4.07
4090 ERH ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC Financial Services 9.0 $109.0 $12.11 -5.0%
4091 SPHD INVESCO EXCHANGETRADED FD TR SP500 HDL VOL 2.0 $99.0 $49.50 -0.0%
4092 BARK INC COM 194.0 $98.0 NEW $0.51
4093 GAZPROM PJSC SPON ADR 80.0 $88.0 $1.10
4094 OCCIDENTAL PETE CORP WT EXP 080327 2.0 $86.0 $43.00
4095 NTSK NETSKOPE INC CL A Technology 10.0 $85.0 -28.0 -73.7% $8.50 +33.8%
4096 ARCO ARCOS DORADOS HLDGS INC SHS CLASS A Consumer Cyclical 10.0 $83.0 NEW $8.30 -2.2%
4097 JPC NUVEEN PFD INCOME OPPORTUNIT COM Financial Services 7.0 $53.0 $7.57 +1.0%
4098 PUBLIC JT STK CO OIL CO LUKOIL SPONSORED ADR 6.0 $42.0 $7.00
4099 MMC NORILSK NICKEL PJSC SPONSORED ADR 14.0 $42.0 $3.00
4100 CHINA NORTH EAST PETE HLDGS LT COM 233.0 $41.0 $0.18
Page 205 of 206  ·  4,110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%